Member Resource Center

As a dental professional, your time is valuable. Finding relevant financial and business information you can trust can be difficult and frustrating. We offer members timely advice and resources for improving personal and practice success.

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Special Reports and Bulletins

Investment commentary, accounting and tax tips, retirement news, survey results and white papers.


  • Special Reports
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  • General/Other
  • Top 50 Year-End Tax Planning StrategiesPDF

  • Implement changes to cut taxes in this and future years using our latest comprehensive tax planning checklist - downloadable as a convienient PDF.
  • Special Reports
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  • General/Other
  • How The New Law Can Slash Your TaxesPDF

  • The new law creates huge opportunities for tax savings. This report boils down the analysis and strategies dentists and specialists must know to maximize their tax deductions and credits.
  • Special Reports
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  • General/Other
  • Annual Retirement Plan LimitsPDF

  • Refer to this list for the maximum retirement plan contributions for 2013 through 2018, provided by PenSys, Inc.
  • Special Reports
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  • New Patients/Treatment Acceptance
  • Big Brother Is ListeningPDF

  • Here's how one orthodontist used recorded patient phone calls to dramatically increase new patient starts. (originally printed in OrthoTown Magazine, reproduced with author's permission)
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